Astoria Portfolio Advisors LLC
● SEC registered since 2020CRD 288271SEC# 801-119078New York, NY
Reg. AUM
$977.6M
Employees
9
Accounts
1,068
Location
New York, NY
Astoria Portfolio Advisors LLC assets under management
Astoria Portfolio Advisors LLC is a registered investment adviser overseen by the SEC based in New York, NY. The firm has been registered since 2020. It reports $977.6 million in regulatory assets under management and employs 9 people.
Astoria Portfolio Advisors LLC owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Andy John Armstrong | Chief Compliance Officer | Under 5% | 2026 |
| Bruce Ivins Lavine | Owner | 5-10% | 2017 |
| David Nicholas Clark | Owner | 10-25% | 2018 |
See all 6 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Astoria Portfolio Advisors LLC manage?
Astoria Portfolio Advisors LLC reports $977.6 million in regulatory assets under management on its Form ADV.
How many employees does Astoria Portfolio Advisors LLC have?
Astoria Portfolio Advisors LLC reports 9 employees.
Where is Astoria Portfolio Advisors LLC located?
Astoria Portfolio Advisors LLC is based in New York, NY and has been SEC-registered since 2020.
Does Astoria Portfolio Advisors LLC disclose fund performance?
Astoria Portfolio Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 500 7th Avenue, 9th Floor, New York, NY 10018 |
| Phone | 212-381-6185 |
| Fax | N/A |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | New York Regional Office (NYRO) |
| CIK | 1587982 |
| Discloses disciplinary history | No |
Regulatory AUM
$977.6M▲ 40%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 33%
Larger than 67% of 16,271 advisers
EmployeesTop 43%
More than 57% of 16,825 advisers
Assets under management
$977.6Mregulatory AUM
Discretionary $975.4MNon-discretionary $2.2M